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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,247 | $77,817+198.5% | $123,553+88.0% | $64,173+261.9% |
| Participation rate | 78.8% | 74.7%+4.1pp | 82.3%-3.5pp | 69.6%+9.2pp |
| Annual return | -7.05% | 12.49%-19.5pp | 119.21%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $5,371 | $3,014+78.2% | $4,628+16.0% | $2,381+125.6% |
| Participant deferral / active EE | $6,902 | $5,240+31.7% | $6,426+7.4% | $3,470+98.9% |
| Admin fee / account holder | $18,424 | $5,519+233.8% | $9,284+98.4% | $4,887+277.0% |